Unclaimed
Bruce Jensen is a financial advisor with over 25 years of experience in the financial services industry. Bruce currently works with Global Retirement Partners LLC, an independent investment advisor firm, where Bruce provides investment advisory services and financial planning. Bruce has a wide range of experience working with individuals, businesses, and retirement plans. Bruce is also registered with HUB International Investment Services, Inc. for compensation and HUB International for employment. Bruce has held previous positions with several other firms including MML Investors Services, LLC, Hartford Securities Distribution Company, Inc., Hartford Equity Sales Company Inc., NYLIFE Securities Inc., Wells Fargo Brokerage Services, L.L.C., Wells Fargo Investments, LLC, Wells Fargo Securities, LLC, BANC ONE SECURITIES CORPORATION, Fidelity Investments Institutional Services Company, Inc., Fidelity Brokerage Services, Inc., and Intersecurities, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
UT
01/06/2020 - Present
Global Retirement Partners LLC (Sandy UT)
MA
01/02/2013 - 04/20/2015
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
MA
07/15/2013 - 05/28/2014
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
CT
01/01/2009 - 01/02/2013
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
CA
02/08/2007 - 01/01/2009
HARTFORD EQUITY SALES COMPANY INC. (CARDIFF CA)
UT
01/24/2006 - 01/11/2007
NYLIFE SECURITIES INC. (SALT LAKE CITY UT)
MN
11/29/2002 - 10/12/2005
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
01/23/2002 - 11/29/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
04/20/2000 - 01/08/2002
WELLS FARGO SECURITIES, LLC (SAN FRANCISCO CA)
IL
07/30/1997 - 04/23/1998
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
RI
09/15/1995 - 07/23/1997
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
02/17/1993 - 09/15/1995
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
FL
07/15/1992 - 12/09/1992
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 05/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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